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Best financial advisors in Union Star, KY

Registered advisers within 25 miles of Union Star, KY.

Offices
10
Firms
7
Combined AUM
$1.52T
Firm-wide filings, not assets booked only here
Clients
113K
112,529 clients when Item 5C has a number
Avg / client
$13.5M
Combined AUM ÷ clients

Nearby offices

Firms

PIVOT POINT WEALTH PLANNING
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

RYAN MATTHEW STITH
Jordan Thomas King
ROBERT LOUIS PIERCE
Earl Fleming Wright
EMILY WINTER
James Mason Waninger
Madeline Dauby
JAMES KEVIN WANINGER
Mallory Lynn Cochenour
Jonathan William Scheer
Brandon Gaynor
CLIFFORD GEORGE CANAVERA
Benjamin Keith Mathes

Within 25 miles of Union Star, KY, Best Investors lists 7 registered investment advisory firms with 10 offices nearby, managing about $1.52T in combined regulatory AUM across 112,529 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Union Star

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 7 PIVOT POINT WEALTH PLANNING 6 clients · 1 advisers $30.2M AUM